FEG/Managed Portfolios has experience in constructing investment portfolios that emphasize long-term goals for achieving clients’ objectives.
For asset allocation, FEG utilizes an Efficient Frontier Modeling software to establish a proper asset mix within acceptable risk parameters.
Efficient Frontier Modeling provides a thorough analysis of asset mixes relative to risk/reward trade-offs, assessment of the probability of return rates, and incorporates modeling of both traditional and alternative investments.
FEG incorporates Monte Carlo simulations to analyze risk and return over multi-year periods that balance volatility between long-term and short-term results.
FEG understands that no one can simply use a model to give the “right” answer and complements software analysis with experience, judgment, and a common sense approach to asset allocation.
FEG/Managed Portfolios Mission & Philosophy
FEG/Managed Portfolios ’ mission is to help our clients in achieving their objectives through superior long-term performance and individualized client service. We accomplish our mission by focusing on the long term and not letting short-term performance deter our long-term disciplines.
Our philosophy is driven by active and strategic asset allocation, based on an appropriate time horizon, acceptable risk tolerance, adherence to the investment strategy and an asset mix designed to meet the minimal rate of return.
We use an unbiased approach to investment policy and portfolio construction.
We follow a disciplined process to ensure that short-term outcomes and current trends do not affect our focus on the long term.
We reduce risk by utilizing a broadly diversified portfolio, recognizing valuation in the market.
We manage client expectations by setting realistic assumptions on an expected rate of return.
We are accountable for performance.
Asset Allocation
FEG/Managed Portfoliosemploys both strategic and active asset allocation to focus on core investments while exploring marketplace opportunities.
Based on current market valuations, we adjust asset categories to reduce risk and enhance return.
Asset allocation is executed within clearly defined ranges established in the investment policy statement and approved by the Committee.
FEG has expertise in alternative investments and utilizes them where appropriate.
Global Diversification
We believe in a high degree of diversification among and between asset classes to reduce volatility and increase expected returns.
To ensure a globally diversified portfolio, we incorporate asset classes beyond debt and equity instruments to include alternative investments such as real estate, private equity, hedge funds and natural resources.